Immunitybio Inc (IBRX) Hedge Fund Ownership (Q2 2026)

Immunitybio Inc (IBRX)

399 + Investors. Track Smart Money conviction in IBRX. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — IBRX

Based on 409 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added IBRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

409 hedge funds hold IBRX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +74% more funds vs a year ago

fund count last 6Q

+174 new funds entered over the past year (+74% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 58% buying

221 buying160 selling

Last quarter: 221 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-83 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 48 → 47 → 153 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 33% long-term, 41% new

■ 33% conviction (2yr+) ■ 26% medium ■ 41% new

Of the 409 current holders: 135 (33%) held >2 years, 105 held 1–2 years, and 169 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

💰

Value +56% but shares only +14% — price-driven

Value

+55%

+13%

Last quarter: the total dollar value of institutional holdings rose +56%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

59 → 48 → 47 → 153 → 70 new funds/Q

New funds entering each quarter: 48 → 47 → 153 → 70. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 40% veterans vs 47% newcomers

■ 40% veterans ■ 13% 1-2yr ■ 47% new

Entry-cohort mix of 435 holders: 175 (40%) are 2+ year veterans, 55 entered 1–2 years ago, and 205 (47%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 70% AUM from top-100 funds

70% from top-100 AUM funds

52 of 402 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IBRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	399	388	2.84%
13F Shares	227M	203M	11.8%
Total Value	$1.98B	$1.53B	28.96%
New Positions	69	153	-84
Increased Positions	144	139	+5
Closed Positions	51	37	+14
Reduced Positions	100	55	+45
Total Calls	18	11	63.64%
Total Puts	15	19	-21.05%
PUT/CALL Ratio	0.83	1.73	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

399

388

2.84%

13F Shares

227M

203M

11.8%

Total Value

$1.98B

$1.53B

28.96%

New Positions

153

-84

Increased Positions

144

139

Closed Positions

+14

Reduced Positions

100

+45

Total Calls

63.64%

Total Puts

-21.05%

PUT/CALL Ratio

0.83

1.73

Neutral

Institutional Holders (2026 Q2)

399 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IBRX. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 IBRX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Winning Points Advisors, LLC	5.32%	723,573	$5.3M
2	Great Point Partners LLC	4.97%	3,000,800	$26.3M
3	Sound Capital Solutions LLC	2.30%	1,120,808	$9.8M
4	PharVision Advisers, LLC	1.85%	11,198	$98K
5	Kercheville Advisors, LLC	1.72%	644,685	$5.6M
6	Legacy Capital Group California, Inc.	1.18%	446,000	$3.9M
7	Mfg Wealth Management, INC.	1.09%	173,885	$1.5M
8	MOR Wealth Management, LLC	1.05%	302,447	$2.6M
9	Nia Impact Advisors, LLC	0.98%	270,167	$2.4M
10	Davidson Kahn Capital Management, LLC	0.61%	163,092	$1.4M
11	Allen Holding Inc /Ny	0.59%	687,571	$6.0M
12	Clearwater Capital Advisors, LLC	0.46%	717,524	$6.3M
13	Sheets Smith Wealth Management	0.45%	512,572	$4.5M
14	Carr Financial Group Corp	0.42%	207,288	$1.8M
15	Symmetry Peak Management LLC	0.38%	160,000	$1.4M
16	Torrey Growth & Income Advisors	0.35%	118,860	$1.0M
17	Virtus Investment Advisers, LLC	0.33%	163,786	$1.4M
18	Verity Asset Management, Inc.	0.32%	96,802	$848K
19	Hussman Strategic Advisors, INC.	0.30%	147,000	$1.3M
20	Wealth Effects LLC	0.29%	121,850	$1.1M
21	Clough Capital Partners L P	0.28%	399,216	$3.5M
22	Collective Family Office LLC	0.28%	157,200	$1.4M
23	Parvin Asset Management, LLC	0.27%	40,000	$350K
24	Cherry Creek Investment Advisors, Inc.	0.26%	74,681	$654K
25	Headlands Technologies LLC	0.23%	248,550	$2.2M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Immunitybio Inc (IBRX)

What does the Smart Money Trend signal show for IBRX?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added IBRX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IBRX?

Slight buying edge — 58% buying: Last quarter: 221 funds bought or added vs 160 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IBRX holders?

Elite ownership — 70% AUM from top-100 funds: 52 of 402 holders are among the 100 largest funds by AUM, controlling 70% of total institutional value in IBRX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IBRX?

Mixed — 33% long-term, 41% new: Of the 409 current holders: 135 (33%) held >2 years, 105 held 1–2 years, and 169 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Immunitybio Inc (IBRX)

Smart Money Signals — IBRX

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +74% more funds vs a year ago

Slight buying edge — 58% buying

Fewer new buyers each quarter (-83 vs last Q)

Mixed — 33% long-term, 41% new

Value +56% but shares only +14% — price-driven

Acceleration phase — new buyers rushing in

Veteran-anchored — 40% veterans vs 47% newcomers

Elite ownership — 70% AUM from top-100 funds

Institutional Sentiment Summary — IBRX

Hedge Fund Ownership: IBRX

Market Analysis: IBRX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: IBRX

Hedge Fund Positioning: IBRX

Statistics: IBRX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Immunitybio Inc (IBRX)

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